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Kate Freeman

Experienced and Trusted Family Wealth Advisor Providing Customized Financial and Legacy Planning for Successful Families
Vero Beach, Florida, United States
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Kate Freeman

Experienced and Trusted Family Wealth Advisor Providing Customized Financial and Legacy Planning for Successful Families
Vero Beach, Florida, United States
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Kate Freeman is a Managing Director and Senior Wealth Advisor at Wilmington Trust, a firm renowned for providing high-value services to affluent individual and institutional clients worldwide. With vast experience in practice management, sales, and banking, including financial analysis, credit approval, corporate and public finance, Kate is well-equipped to lead a collaborative team of specialists and deliver client-centered strategies.

Her professional journey began after earning a B.A. cum laude in English/Economics from Colgate University and an MBA in Finance from The Wharton School. She has also worked in various roles such as Vice President of Institutional Fixed Income Sales at Legg Mason Inc, Assistant Vice President of Institutional Municipal Bond Sales at A.H. Williams & Co, and Assistant Vice President at National Westminster Bank USA. Moreover, she has worked as a Business & Finance Manager at Freeman, Huber, Sacks, Brennan & Fingerman and managed the Workers' Compensation Division at Brown & Connery, LLP.

Kate is known for her disciplined approach to finance, strategic planning, operations, and human resources in practice management. Her expertise and unique blend of knowledge, experience, and resources have made her a trusted advisor to many.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
Is this you? Claim profile
This public profile is provided courtesy of Clay. All information found here is in the public domain.